Acquisition Opportunity Notice of strategic acquisition by Bland & Associates in January 2024 presents a potential cross-sell path to integrate Roger Schwarz & Associates’ mindset and mutual learning approach within the larger client base of the combined entity.

Growth Target With reported annual revenue in the range of 10M to 25M and a small team size, there is opportunity to propose scalable leadership, team effectiveness, and culture transformation offerings to strengthen client outcomes as the firm grows post acquisition.

Sustainability Play Position the firm’s evidence-based, systemic culture change capabilities as a strategic differentiator for clients seeking sustainable performance improvements, relationship healing, and well-being across leadership and teams.

Tech Enablement Leverage familiar tech stack (WordPress, Microsoft 365, Shopify) to offer integrated digital coaching, online training programs, and data-driven learning journeys that can be packaged into scalable retainer or subscription services.

Targeted Partnerships Explore collaborations with mid-market consulting firms and corporate HR organizations seeking to augment their own service offerings with mutual learning methodology and systemic culture-change capabilities to win larger deals.